Structured intelligence from
every client engagement
Client advisory sessions, project reviews, and consulting engagements generate critical signals about scope, risk, and relationship health. Semarize extracts structured data for delivery quality, commercial oversight, and client intelligence.
Industry challenges
Client conversations are
high-value but unstructured
Professional services firms run on client conversations, but the signals inside them rarely make it into the systems that drive delivery and commercial decisions.
Scope creep goes undetected
Clients raise new requirements in calls that never get captured as change orders. By the time it surfaces, the team has already absorbed the extra work.
Delivery risk hides in conversations
Client frustration, timeline concerns, and escalation signals appear in project calls weeks before they become formal complaints. Without structured extraction, they're missed.
Client sentiment is anecdotal
Partners and engagement managers have a feel for the relationship, but there's no consistent, structured way to measure client satisfaction across the portfolio.
Advisory quality varies across teams
Senior advisors follow methodology instinctively; junior staff don't. Without structured evaluation of client interactions, coaching is sporadic and inconsistent.
Use cases
Key use cases for
consulting firms
Professional services teams use Semarize across delivery quality, commercial oversight, and client intelligence - all through the same structured API.
QA & Compliance
Verify advisory methodology adherence, disclosure requirements, and engagement standards across every client interaction.
Customer Success
Track client sentiment, satisfaction trends, and relationship health across the portfolio. Detect dissatisfaction before it becomes attrition.
Sales Coaching
Evaluate advisory quality - client engagement, need identification, and recommendation clarity. Coach consultants with structured data.
Data Science
Feed structured client interaction data into your analytics platform. Correlate conversation signals with project outcomes, NPS, and revenue retention.
How Semarize fits
Semarize fits into
your consulting stack
API-first architecture works alongside your PSA, CRM, and project management tools. Structured signals flow where your data needs to go.
PSA & project management
Push structured signals to your PSA platform. Scope change detection, risk flags, and client sentiment enrich project records automatically.
CRM enrichment
Write client relationship signals to Salesforce, HubSpot, or your CRM. Satisfaction scores, expansion intent, and commercial risk - structured from every interaction.
Meeting platform agnostic
Process transcripts from any source - meeting platforms, diallers, or your own recording infrastructure. Evaluate the conversation, not the tool.
Data sovereignty
API-first architecture with no data warehousing. Client conversation data stays in your infrastructure - Semarize processes and returns structured results only.
Bricks & Kits
Example Bricks for
professional services
Industry-specific Bricks evaluate the dimensions that matter for professional services & consulting firms. Bundle them into Kits to create reusable evaluation frameworks.
Requirements outside agreed scope identified
Overall client sentiment expressed in interaction
Indicators of potential escalation or dissatisfaction
Billable change-order items identified
Advisory methodology adherence and delivery quality
Clear next action with owner and date agreed
Client Engagement Quality Kit
kitEvaluate delivery quality and commercial signals from every client interaction.
Output
Structured signals, not summaries
Every evaluation returns deterministic JSON with typed values, reasons, and evidence spans. Same schema every time.
{
"run_id": "run_pqr678",
"status": "succeeded",
"output": {
"bricks": {
"scope_creep_detected": {
"value": true,
"confidence": 0.91,
"reason": "Client requested additional reporting module not in original SOW",
"evidence": ["...we also need a custom dashboard for the exec team...", "...that wasn't in the original scope but..."]
},
"client_sentiment": {
"value": 71,
"confidence": 0.86,
"reason": "Client expressed concern about timeline but acknowledged progress",
"evidence": ["...we're a bit worried about the go-live date...", "...the work so far has been solid though..."]
},
"change_order_signal": {
"value": true,
"confidence": 0.89,
"reason": "Custom integration work discussed that falls outside agreed deliverables",
"evidence": ["...if we could also connect it to our internal reporting tool..."]
}
}
}
}Structure every
client conversation.
Protect every engagement.
Detect scope creep, measure delivery quality, and track client sentiment - with structured signals from every interaction.